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Natura estimates a 9% drop in revenue for the 2nd quarter of 2026 due to weak performance in Brazil

Now on g1Natura reported this Wednesday (8) estimated net revenue between R$5.1 billion and R$5.2 billion for the second quarter, a drop of between 9% and 10% compared to the same period last year, in a result pressured...

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Natura estimates a 9% drop in revenue for the 2nd quarter of 2026 due to weak performance in Brazil
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Now on g1
Natura reported this Wednesday (8) estimated net revenue between R$5.1 billion and R$5.2 billion for the second quarter, a drop of between 9% and 10% compared to the same period last year, in a result pressured by the performance of operations in Brazil.
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"The sluggish consumer environment in Brazil, added to challenges and internal operational adjustments, put pressure on net revenue for the second quarter of 2026 in the country by a magnitude greater than initially expected", stated the cosmetics manufacturer in a relevant fact, citing that the information is preliminary.
Among the challenges, the company highlighted a severe shortage of products amid the stabilization of the new Integrated Planning system, updating of the SAP system and relocation of volumes from the recently closed factory of Interlagos, south zone of São Paulo.
The shortage of products, added to a challenging macroeconomic scenario, he added, led to a significant drop in volume in the relationship sales channel.
The complete line of Natura Tododia Jambo Rosa and Caju Flor, celebrating the beauty of black and brown skin at all stages of the Negritudes Festival.
Matheus Thierry
Natura also highlighted that the implementation of pricing policies and commercial rules between channels led to a short-term slowdown deadline in the online channel, as well as the transition of 100% of franchise contracts to a new model caused a momentary reduction in inventories in franchised stores and a consequent slowdown in sales to franchises (sell-in). net revenue in Brazil in a magnitude that could not be compensated by the positive annual growth in constant currency (CC) in all markets in the Hispanic region, where there was another quarter of consistent progress". 2026 will be announced on August 10th.



Source: G1

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